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Gregory Andrew Nascimento

Wells Fargo Clearing Services, LLC

Paramus, NJ

Short Hills, NJ

CRD 3174816

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2004-01-05
  • NJ RA
    APPROVED
    Since 2004-01-05

Branch Locations

461 From Dr Ste. 235, Paramus, NJ 07652 • United States

51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wachovia Bank, N.A. Clifton NJ 06/2002 Present
Wells Fargo Advisors Llc Paramus NJ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Paramus NJ 11/2016 Present
  • 06/2002 → Present
    Wachovia Bank, N.A.
    Clifton, NJ
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Paramus, NJ
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-30
S63 Uniform Securities Agent State Law Examination 1999-03-17
  • S65 Uniform Investment Adviser Law Examination
    1999-03-30
  • S63 Uniform Securities Agent State Law Examination
    1999-03-17

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

Jennifer Williams
Claudine D. Isaac
Emma B. Hallett

Nearby Offices

J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ

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